Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Bank Julius Baer & Co’s
iShares Future Exponential Technologies ETF
XT
Stock Holding History
Bank Julius Baer & Co’s Portfolio
XT Stock Details
XT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-594,496
Closed
-$39.3M
–
829
2021
Q4
$39.3M
Buy
594,496
+43,117
+8%
+$2.81M
0.21%
85
2021
Q3
$34.6M
Sell
551,379
-11,657
-2%
-$751K
0.21%
83
2021
Q2
$35.6M
Buy
563,036
+106,911
+23%
+$6.58M
0.23%
87
2021
Q1
$27M
Buy
456,125
+12,502
+3%
+$743K
0.2%
97
2020
Q4
$25.4M
Sell
443,623
-21,835
-5%
-$1.15M
0.21%
89
2020
Q3
$22.6M
Buy
465,458
+114,528
+33%
+$5.48M
0.22%
87
2020
Q2
$15.6M
Buy
+350,930
New
+$14.4M
0.18%
93
Other funds holding XT
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
HSA
HBK Sorce Advisory
Erie, Pennsylvania
$4.9B AUM
16.64%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BCI
Brinker Capital Investments
Berwyn, Pennsylvania
$11.7B AUM
21.33%
1-Year Est. Return
Mirae Asset Global Investments
Seoul, South Korea
$299B AUM
28.69%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
NEPWA
New England Private Wealth Advisors
Wellesley, Massachusetts
$866M AUM
15.25%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close